+759.5%
AXP vs QID
-100.0%
+859.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +12.7% | -15.0% | +4.1% |
| 7D | +0.4% | +20.2% | -19.8% | +10.6% |
| 30D | +7.0% | +35.3% | -28.3% | +25.3% |
| 3M | -6.6% | +21.3% | -27.9% | +3.8% |
| 6M | +3.5% | +6.7% | -3.3% | +9.0% |
| YTD | -11.2% | -13.6% | +2.4% | -14.9% |
| 1Y | -10.2% | -11.0% | +0.8% | -12.2% |
| 3Y | +120.0% | -69.8% | +189.9% | +37.7% |
| 5Y | +95.6% | -74.1% | +169.7% | +36.7% |
| 10Y | +468.1% | -99.0% | +567.1% | -16.4% |
| All | +759.5% | -100.0% | +859.4% | -73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded QID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling